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Inactive

Raygn K.P. Robertson

Legacy Wealth Management, LLC

Boise, ID

Woods Cross, UT

CRD 8222070

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Employer firm

Legacy Wealth Management, LLC CRD 174767

$629M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-09
  • UT RA
    APPROVED
    Since 2026-02-09

Branch Locations

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

1645 S. 500 W., Woods Cross, UT 84010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Wealth Management, Llc Boise ID 01/2026 Present
Unemployed Rexburg ID 09/2025 01/2026
R-Ag Farms Paul ID 07/2025 09/2025
Unemployed Rexburg ID 09/2024 07/2025
R-Ag Farms Paul ID 07/2024 09/2024
Unemployed Rexburg ID 04/2024 07/2024
Platinum Landscaping Burley ID 04/2024 04/2024
Legacy Wealth Management, Llc Boise ID 12/2023 04/2024
Unemployed Rexburg ID 09/2023 12/2023
R-Ag Farms Paul ID 07/2023 09/2023
Unemployed Rexburg ID 01/2023 07/2023
Unemployed Paul ID 12/2022 01/2023
Higler Creek Electric Rupert ID 10/2022 12/2022
R-Ag Farms Paul ID 09/2022 10/2022
Unemployed Gaithersburg MD 08/2020 09/2022
R-Ag Farms Paul ID 05/2010 08/2020
  • 01/2026 → Present
    Legacy Wealth Management, Llc
    Boise, ID
  • 09/2025 → 01/2026
    Unemployed
    Rexburg, ID
  • 07/2025 → 09/2025
    R-Ag Farms
    Paul, ID
  • 09/2024 → 07/2025
    Unemployed
    Rexburg, ID
  • 07/2024 → 09/2024
    R-Ag Farms
    Paul, ID
  • 04/2024 → 07/2024
    Unemployed
    Rexburg, ID
  • 04/2024 → 04/2024
    Platinum Landscaping
    Burley, ID
  • 12/2023 → 04/2024
    Legacy Wealth Management, Llc
    Boise, ID
  • 09/2023 → 12/2023
    Unemployed
    Rexburg, ID
  • 07/2023 → 09/2023
    R-Ag Farms
    Paul, ID
  • 01/2023 → 07/2023
    Unemployed
    Rexburg, ID
  • 12/2022 → 01/2023
    Unemployed
    Paul, ID
  • 10/2022 → 12/2022
    Higler Creek Electric
    Rupert, ID
  • 09/2022 → 10/2022
    R-Ag Farms
    Paul, ID
  • 08/2020 → 09/2022
    Unemployed
    Gaithersburg, MD
  • 05/2010 → 08/2020
    R-Ag Farms
    Paul, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-05
  • S65 Uniform Investment Adviser Law Examination
    2026-02-05

View on SEC IAPD

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